Our Portfolios

Our portfolios are a bit different than most RIAs.

Our Philosophy on Money Management

Our philosophy on money management is fairly simple; we want to find the
best 3rd party managers we can and use them appropriately when constructing portfolios.

The key with any RIA platform

The key with any RIA platform is to offer a diverse grouping of portfolios so the most “suitable” ones can be chosen for clients to help them achieve their financial planning goals.

Our portfolios are a bit different than most RIAs

Our portfolios are constructed and overseen by our CIO (Chief Investment Officer) Joseph Maas, CFA, CFP®, ChFC, CLU®, MSFS, CVA, ABAR, CM&AA, CCIM

Our portfolios are a bit different than most RIAs. Why?

Because when we are talking about asset allocation we are talking about using asset classes like FIAs (Fixed Indexed Annuities), strategies designed by AI (Artificial intelligence), as well as various 3rd party money managers (who all have different styles).

We are very excited to have such a top-notch advisory board!
POM Team

Joe Maas is the Chief Investment Officer for POM Wealth Management. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

  • We are Commit to Work Daily to Get it Right
  • Embrace Integrity And Openness
  • Practice Responsible Stewardship of Your Money
  • Invest Like it is Our Own Family
  • Strive To Keep Expenses Low
Ad Astra’s team consulting proved to be the tune up we needed to improve our campaign results, and it really shows on our turnover.
Brenda McIntyre
Majestic Vista LLC

Reach Your Goals Now

Ready to learn more about POM Wealth Management and why we may be a good fit to accomplish your financial and/or retirement planning goals?
Give us a call
(810) 207-5311
Email us
We handle the US
Serving the USA
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